Loading…
CIK 0001956471 • 7 13F filings • May 8, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("meredith-wealth-planning","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $2.7M | 0.6%Prev: 0.5% | 7,548 SH | Increased-665 SH |
| AMAZON COM INC | COM | $1.3M | 0.3%Prev: 0.5% | 5,274 SH | Decreased-585 SH |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | $81.6M | 19.3%Prev: 14.1% | 910,309 SH | Increased+341,080 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $399K | 0.1% | 4,140 SH | New |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $19.0M | 4.5%Prev: 5.3% | 289,074 SH | Increased+17,633 SH |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $1.9M | 0.4%Prev: 0.4% | 24,507 SH | Increased+6,356 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $5.8M | 1.4%Prev: 1.0% | 64,643 SH | Increased+28,239 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $32.8M | 7.7%Prev: 9.5% | 317,877 SH | Increased-12,776 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $14.3M | 3.4%Prev: 3.0% | 111,324 SH | Increased+28,667 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $73.4M | 17.3%Prev: 18.7% | 588,447 SH | Increased+22,848 SH |
| APPLE INC | COM | $2.1M | 0.5%Prev: 0.7% | 7,181 SH | Increased-2,607 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $233K | 0.1%Prev: 0.1% | 466 SH | Decreased-85 SH |
| BONDBLOXX ETF TRUST | BLOOMBERG SIX MN | $306K | 0.1% | 6,081 SH | New |
| BROADCOM INC | COM | $264K | 0.1%Prev: 0.1% | 700 SH | Increased-119 SH |
| CATERPILLAR INC | COM | $1.0M | 0.2%Prev: 0.2% | 958 SH | Increased-222 SH |
| COMFORT SYS USA INC | COM | $415K | 0.1% | 209 SH | New |
| DEERE & CO | COM | $254K | 0.1%Prev: 0.1% | 401 SH | Increased+1 SH |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $15.9M | 3.7% | 376,067 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $4.5M | 1.1%Prev: 1.0% | 104,333 SH | Increased+8,531 SH |
| DIMENSIONAL ETF TRUST | GLOB CO PLUS ETF | $12.4M | 2.9% | 228,393 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $2.2M | 0.5%Prev: 0.8% | 39,405 SH | Increased+685 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $581K | 0.1%Prev: 0.2% | 10,752 SH | Increased-16 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $24.9M | 5.9%Prev: 4.7% | 729,518 SH | Increased+294,219 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $2.7M | 0.6%Prev: 0.1% | 55,527 SH | Increased+47,752 SH |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $8.6M | 2.0% | 180,461 SH | New |
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | $1.9M | 0.5% | 37,778 SH | New |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $1.1M | 0.3% | 24,348 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | $49.6M | 11.7% | 1,189,266 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $582K | 0.1% | 15,002 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.8M | 0.4%Prev: 0.5% | 25,177 SH | Increased+1,424 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $975K | 0.2%Prev: 0.3% | 26,476 SH | Increased+998 SH |
| EA SERIES TRUST | ALPHA ARCHITECT | $5.4M | 1.3% | 100,521 SH | New |
| EA SERIES TRUST | US QUAN VALUE | $1.4M | 0.3%Prev: 0.4% | 24,883 SH | Increased-2,928 SH |
| EATON CORP PLC | SHS | $239K | 0.1%Prev: 0.1% | 561 SH | Increased |
| ELI LILLY & CO | COM | $418K | 0.1%Prev: 0.1% | 348 SH | Increased-12 SH |
| GLOBAL X FDS | GLB X MLP ENRG I | $441K | 0.1% | 5,985 SH | New |
| GLOBAL X FDS | GLBL X MLP ETF | $316K | 0.1% | 5,961 SH | New |
| HBT FINL INC. | COM | $307K | 0.1%Prev: 0.1% | 9,594 SH | Increased |
| HUT 8 CORP | COM | $425K | 0.1% | 3,683 SH | New |
| ISHARES INC | CORE MSCI EMKT | $425K | 0.1%Prev: 0.1% | 5,132 SH | Increased-705 SH |
| ISHARES TR | 0-3 MTH TREASURY | $798K | 0.2% | 7,929 SH | New |
| ISHARES TR | CORE S&P500 ETF | $402K | 0.1%Prev: 0.1% | 536 SH | Increased+68 SH |
| ISHARES TR | IBONDS 27 ETF | $294K | 0.1%Prev: 0.1% | 12,124 SH | Increased+471 SH |
| ISHARES TR | MSCI INTL MOMENT | $4.6M | 1.1%Prev: 3.9% | 86,855 SH | Decreased-151,070 SH |
| ISHARES TR | MSCI USA MMENTM | $13.3M | 3.1%Prev: 7.6% | 38,700 SH | Decreased-48,451 SH |
| ISHARES TR | SP SMCP600VL ETF | $755K | 0.2%Prev: 0.2% | 5,521 SH | Increased-59 SH |
| MCDONALDS CORP | COM | $314K | 0.1%Prev: 0.1% | 1,160 SH | Decreased+4 SH |
| META PLATFORMS INC | CL A | $1.0M | 0.2%Prev: 0.5% | 1,823 SH | Decreased-52 SH |
| MICRON TECHNOLOGY INC | COM | $1.4M | 0.3% | 1,253 SH | New |
| MICROSOFT CORP | COM | $934K | 0.2%Prev: 0.4% | 2,504 SH | Decreased+95 SH |
| NVIDIA CORPORATION | COM | $3.8M | 0.9%Prev: 0.3% | 18,873 SH | Increased+13,917 SH |
| RIOT PLATFORMS INC | COM | $550K | 0.1%Prev: 0.1% | 20,097 SH | Increased+55 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $460K | 0.1%Prev: 0.1% | 13,224 SH | Increased |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $533K | 0.1% | 552 SH | New |
| SPDR SERIES TRUST | ST STR SP600SM C | $3.4M | 0.8% | 31,354 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | $208K | 0.0% | 6,890 SH | New |
| TESLA INC | COM | $1.3M | 0.3% | 3,173 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $981K | 0.2%Prev: 0.2% | 1,496 SH | Increased-9 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $219K | 0.1% | 636 SH | New |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $237K | 0.1%Prev: 0.1% | 1,198 SH | Increased-68 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.5M | 0.8%Prev: 1.0% | 5,076 SH | Increased+447 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $352K | 0.1%Prev: 0.1% | 1,447 SH | Increased-30 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.1M | 0.7%Prev: 1.1% | 8,503 SH | Increased-1,408 SH |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | $2.4M | 0.6% | 32,003 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $558K | 0.1%Prev: 0.2% | 9,354 SH | Increased-1,292 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $821K | 0.2%Prev: 0.3% | 10,393 SH | Decreased-1,296 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.0M | 0.2%Prev: 0.3% | 11,908 SH | Increased-131 SH |
| VANGUARD WELLESLEY INCOME FD | TARGET MATURITY | $250K | 0.1% | 3,300 SH | New |
| VANGUARD WELLINGTON FD | US MOMENTUM | $211K | 0.0% | 845 SH | New |
| VANGUARD WORLD FD | INF TECH ETF | $498K | 0.1%Prev: 0.1% | 4,170 SH | Increased+3,699 SH |
| WALMART INC | COM | $442K | 0.1%Prev: 0.2% | 3,906 SH | Decreased-2,651 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $333K | 0.1% | 4,197 SH | New |
| 13F-HR |
| 0001956471-25-000007 |
| $315.5M |
| View |
| Jul 24, 2026 | Q2 2026 | 13F-HR | 0001956471-26-000003 | $423.7M | View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001956471-25-000006 | $275.4M | View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0001956471-26-000002 | $369.1M | View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0001956471-25-000005 | $226.7M | View |